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Principal Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
501
Cable Hill Partners
Oregon
$18K – – –
TSW
502
Thompson Siegel & Walmsley
Virginia
$18K – – –
WB
503
Webster Bank
Connecticut
$18K – – –
WAS
504
Winch Advisory Services
Wisconsin
$18K +$167 +3 +1%
MWM
505
MinichMacGregor Wealth Management
New York
$17K – – –
OC
506
Oakworth Capital
Alabama
$17K – – –
DBT
507
Dubuque Bank & Trust
Iowa
$17K +$15.8K +283 New
JA
508
JOYN Advisors
Georgia
$16K -$4.74K -85 -24%
JWA
509
JFS Wealth Advisors
Pennsylvania
$16K -$2.34K -42 -13%
HRC
510
Hoertkorn Richard Charles
$16K – – –
KTC
511
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
WA
512
WealthTrust-Arizona
Arizona
$16K +$1K +18 +7%
ZB
513
Zions Bancorporation
Utah
$15K -$5.68K -102 -28%
LWA
514
Lenox Wealth Advisors
New York
$15K – – –
TCOV
515
Trust Company of Vermont
Vermont
$15K – – –
TFA
516
Toth Financial Advisory
Virginia
$15K +$167 +3 +1%
VNA
517
Valley National Advisers
Pennsylvania
$15K +$167 +3 +1%
CIA
518
CSat Investment Advisory
Michigan
$15K +$3.12K +56 +28%
CWA
519
Clarus Wealth Advisors
Arizona
$14K – – –
WCM
520
Whitener Capital Management
North Carolina
$14K +$14.1K +253 New
BWA
521
BDO Wealth Advisors
Florida
$13K – – –
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$11.3K -203 -50%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$12K – – –
SA
525
SRH Advisors
Kansas
$12K – – –